Weekly Market Update
Last Week - Ending 5/19/2023 The S&P 500 index rose 1.84% (Total Return) this week as gains led by the technology, communication services and consumer discretionary sectors brought...
Skip Other Goal Setting Tips and Do This One
Because of our brain wiring, the facts and figures that we remember the most are attached to stories. That’s the reason that detailed visualization is at the top of my most effective goal setting tips. If you’re not creating a story for yourself as the star performer,...
4 Good Things Retirees Can Look Forward to in 2023
Here are four things people approaching or already in retirement can look forward to in 2023. Social Security Checks Are Getting Bigger If you’re on Social Security, you can expect your check to increase by 8.7% in January. It’s the biggest...
Weekly Market Update
Last week . . . the S&P 500 index gained 1.1% last week as investors took notice of consumer spending increases while inflation eased in October, and the November job gains were stronger than expected. The S&P...
3 Financial Planning Tips to Check-Off Before the Year Ends
Let the Count Down Begin With a little over a month remaining of this eventful year, think about what final opportunities you can take advantage of before December 31st. What will make the most significant impact on your wealth goals? Start by focusing...
Weekly Market Update
Last week . . . the markets added another layer to the media-missed upward trend for equities making this the fourth of five weeks of gains. Not to miss an opportunity to continue fear mongering, financial...
Designing Your Retirement
Envisioning how your life will be different and who you want to be in retirement can feel almost impossible. You have spent most of your years working around a company's or client's schedules and needs. Now it's time to think about how you want to spend your...
Weekly Market Update
Since the last update the markets have moved past the election – (it’s now old news), earnings season has wound down and the most recent inflation report (PCE) came in below expectations. Appropriately, the market has given back more than it took the prior...
Preparing For A Financial Emergency
Undoubtedly, in the dynamics of life, you’ll deal with more than one curveball. This may show up as an unforeseen home or car repair, medical emergency, sudden loss of employment, or even the loss of a loved one. These events can stress various aspects of our...
Weekly Market Update
The markets took back some of those gains from last week! With the election around the corner as of 11-4 and the Fed reporting their continued plans for interest rate hikes, the market remains uncertain which direction to move. The Fed increased...